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Planning Alternatives’s iShares National Muni Bond ETF MUB Stock Holding History

Planning Alternatives’s Portfolio MUB Stock Details MUB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.45M Hold
13,501
– – 0.16% 38
2026
Q1 		$1.43M Buy
13,501
+1,605
+13% +$173K 0.19% 31
2025
Q4 		$1.27M Hold
11,896
– – 0.16% 33
2025
Q3 		$1.27M Buy
11,896
+5,023
+73% +$526K 0.16% 30
2025
Q2 		$718K Buy
+6,873
New +$715K 0.1% 41

Other funds holding MUB

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Planning Alternatives's MUB Position: Q2 2026 in Review

Planning Alternatives held its iShares National Muni Bond ETF (MUB) position steady in Q2 2026 at 13,501 shares worth $1.45M. The position accounts for 0.16% of the portfolio, ranked #38.

Planning Alternatives first reported a position in MUB in Q2 2025 and has held it in 5 quarters since. 1,638 funds tracked by Wall St. Rank hold MUB as of Q2 2026.

  • Planning Alternatives held 13,501 shares of iShares National Muni Bond ETF worth $1.45M as of Q2 2026.
  • Planning Alternatives left its iShares National Muni Bond ETF share count unchanged in Q2 2026.
  • iShares National Muni Bond ETF made up 0.16% of Planning Alternatives's portfolio in Q2 2026, its #38 holding.
  • Planning Alternatives first reported a position in iShares National Muni Bond ETF in Q2 2025 and has held it in 5 quarters since.
  • 1,638 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q2 2026.

Based on Planning Alternatives's 13F filing for Q2 2026, filed 12 Aug 2026.